FUNDS MANAGEMENT
Editorial
Australian Unity has wrapped up the last financial year in a healthy state revealing that it made a record profit of $43 million based on good performance from its health...
People & Products
Former National Asset Management (NAM) chief investment officer Stephen Hiscock has returned to funds management as head of his own boutique operation in Melbourne, after...
Financial planning
Royal and SunAlliance Financial Services has boosted its Queensland presence with the addition of three new business development managers operating out of the state and t...
Financial planning
Deutsche Bank has agreed to pay $US2.5 billion for the struggling funds management arm of Zurich Financial Services, Zurich Scudder Investments, in a global deal also exp...
Financial planning
ANZ Banking Group plans to increase the number of financial planners from 200 to 500 by 2003, a decision that was made following its plan to expand its funds management b...
Financial planning
Star ratings and other qualitative ratings are playing an increasingly powerful role in the funds management industry. Rob Keavney asks who is researching the researchers...
Financial planning
Online financial services provider Snowball Group has struck a deal with Fleet Capital with the latter purchasing all its shares and options, resulting in a capital boost...
Financial planning
Former Deutsche Asset Management investment director Gary Burke has moved across to Zurich Scudder Investments (ZSI) to take on the newly created role of Australian head ...
Financial planning
Richard Nunn has assumed the role of general manager of IOOF's retail funds management division....
Editorial
Stock market analysts and the media often discuss the next opportunities in sectors of the Australian market. Stuart Engel asks whether they may be missing the point. S...
Financial planning
Two years ago, the funds management back office outsourcing market was dominated by BT Portfolio Services and Perpetual Fund Services. Perpetual’s move to sell off its ou...
Financial planning
Advance has built a name for itself as a consistent performer as a value manager. But all that is about to change, writes Stuart Engel. ...
Financial planning
Financial planners and investment professionals are advised to examine their professional indemnity insurance policies under new light shed by the Financial Services Refo...
Editorial
Financial services has always been a solid bet for making big money in terms of salary and the funds management industry has confirmed that in the 2001 Hays Salary Survey...
Financial planning
Challenger International will make the funds of five US funds management giants available for the first time to retail investors through a master trust launched this week...
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...